Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $98.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
233,910
shares
|
$17.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
107,849
shares
|
$8.19 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
107,050
shares
|
$8.13 Million
0.02% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
60,295
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
51,661
shares
|
$3.92 Million
0.16% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
48,797
shares
|
$3.7 Million
0.13% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
39,319
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,889
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
32,366
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 50.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
30,805
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 436.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,866
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 334.54%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,618
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,602
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
21,702
shares
|
$1.65 Million
0.12% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
21,221
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 55.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
13,358
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
13,340
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
12,818
shares
|
$973,014
0.19% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,519
shares
|
$950,317
0.05% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$812,844
0.02% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,420
shares
|
$790,982
0.0% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$789,464
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|